Brecek & Young understands that every representative wanting to join our team is a unique and independent individual. Our Transition Team works closely with you to provide personalized service and training. To assist you in the process, we have also created a Transition Guide to help you keep track of the various steps of your transition. Your transition plan and the support of the Transition Team, can make transferring to a new broker dealer a successful experience.

Our Transition Team is also committed to assisting you and your staff in the following:

Independence

• Catered transition plan and timeline
• Personalized customer service and guidance
• Provide pre-approved letters to your clients

Support

• Transition Guide
• Technology training sessions
• LaserApps training and 30 day trial
• Forms & business processing training
• Transferring securities licenses
• Appointments with insurance companies

Success

• Referrals to additional consulting services for the development of your practice
• Composing a local press release and any advertising you would like to utilize
• Generate 500 complimentary business cards